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"Portfolio Manager Perspectives"

As market watchers debate whether it is too late to catch a piece of the current rally, Stanley Crouch is already playing defense in anticipation of a correction. “I think we have the potential for a pretty significant drop after a very long...

The U.S. consumer's newfound thrift makes investments in healthy discount retailers a sound move, according to Chuck Akre, manager of the Akre Focus Fund Ticker:(AKREX). “With 17% of the population unemployed or under-employed, we know that...

The economy may be bad, but David Kelly has had enough of the “Great Recession” talk. “This is nothing like the Great Depression,” the chief market strategist for J.P. Morgan Asset Management said in a presentation last Monday. “It's...

After more than five years of solid performance, including a run last year that saw assets more than double to nearly $1 billion, the TFS Market Neutral Fund (TFSMX) is introducing a “hard close” and will stop taking investments Friday....

Don't let the strong rally in small-caps fool you: There is still plenty of value to be found in smaller-company stocks, according to Marc Roberts, co-manager of the FAM Small Cap Investor Fund Ticker:(FAMFX). While Mr. Roberts' pro-small-cap...

Health care, technology and consumer discretionary stocks are producing some of the best investment opportunities in the small- and mid-capitalization areas, according to Jeff Rabinowitz, manager of the $680 million Goldman Sachs Small/Mid Cap...

In uncertain times, a smooth ride is sometimes the best way to keep investors from heading for the sidelines, according to Matthew Glaser, manager of the $590 million Turner Spectrum Investment Fund Ticker:(TSPCX). “Investment decision making...

When the markets get rocky, it's sometimes best to place smaller bets across more stocks, according to Giri Devulapally, manager of the JPMorgan Large Cap Growth Select Fund Ticker:(SEEGX). Mr. Devulapally strives to keep the $1.8 billion fund...

Investing in Israel's brain power and technological innovation has proven easier than getting investors to recognize the opportunity. But that has not discouraged Jamia Jasper, manager of the American Israeli Shared Values Fund Ticker:(AISHX)....

Franklin Templeton Investments has expanded the adage “all politics are local” to international investing. The Franklin World Perspectives Fund, launched Dec. 16, has raised the stakes on the idea of a globally managed mutual fund for U.S....

As long as Wall Street continues to expect a reversal of the historic gold rally, mining and production companies will continue to outperform the market, according to Thomas Winmill, president of Midas Management Corp. and manager of the $140...

The equity markets are both confused and overvalued, according to Jeff Buetow, chief investment officer of Innealta Capital, which manages nearly $2 billion in assets. Mr. Buetow, who is critical both of the current Federal Reserve policy and...

The S&P 500 could fall by as much as 8% over the next three weeks, followed by a 22% rally to close out the year, according to Uri Landesman, president of Platinum Partners LP, a $500 million hedge fund shop. “I'm bearish over the next three...

As nervous investors have reduced their exposure to Europe over the past few months, some plays on the continent have become increasingly attractive, according to David Marcus, manager of the Evermore Global Value Fund Ticker:(EVGIX) and Evermore...

The general strength of emerging-markets economies — coupled with backsliding by the developed markets — has created appealing investment opportunities in the global fixed-income space, according to Art Steinmetz, chief investment officer...

When Goldman Sachs launched its Strategic Income Fund Ticker:(GSZAX) on June 30, the new offering “filled a missing piece of our fixed-income lineup,” portfolio manager Michael Swell said. The fund is being benchmarked to the market-based...

The stock market has evolved into a tug of war between momentum and fundamentals, according to Christian Hviid, chief market strategist of Genworth Financial Asset Management. “For the time being, momentum has been winning the battle, but...

The already fragile economic recovery in the United States has become even more so since the sudden spike in market volatility, according to Rex Macey, chief investment officer at Wilmington Trust Corp. “We saw some fairly good economic reports...

The best thing about Congress' efforts to push through comprehensive financial reform? Eventually, it will be over, and the markets can adjust accordingly, said Uri Landesman, president of Platinum Partners LP, a $500 million hedge fund shop....

If gaining exposure to anything, anywhere in the world, strikes you as a sound investment model, you might want to take a look at brand-new offerings from Evermore Global Advisors LLC. The funds, Evermore Global Value Ticker:(EVGIX) and Evermore...

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